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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMP
2201
Signature Wealth Management Partners
New Jersey
$817K +$25.3K +150 +3%
TIA
2202
Traphagen Investment Advisors
New Jersey
$816K +$6.23K +37 +0.8%
RCM
2203
Riverpark Capital Management
New York
$815K +$95.1K +565 +14%
BCM
2204
Brasada Capital Management
Texas
$814K -$63K -374 -7%
CF
2205
Centaurus Financial
California
$814K -$44.4K -264 -5%
MFF
2206
Mango Five Family
Nevada
$814K – – –
SC
2207
Savoie Capital
Illinois
$814K +$783K +4,650 New
SFG
2208
Socha Financial Group
New York
$813K +$5.89K +35 +0.8%
SWA
2209
SOA Wealth Advisors
New York
$811K +$16.8K +100 +2%
MIM
2210
Miller Investment Management
Pennsylvania
$810K – – –
SCA
2211
Sandy Cove Advisors
Massachusetts
$809K +$177K +1,054 +30%
MPM
2212
MBB Public Markets
Illinois
$808K +$777K +4,618 New
FFA
2213
Fortune Financial Advisors
Kansas
$808K -$1.01K -6 -0.1%
CWMGP
2214
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$808K +$115K +681 +17%
RFS
2215
Richardson Financial Services
Massachusetts
$807K +$39.9K +237 +5%
CWP
2216
CFM Wealth Partners
Texas
$807K -$1.92M -11,407 -71%
GWAM
2217
Guardian Wealth Advisors (Minnesota)
Minnesota
$806K +$47.8K +284 +7%
EP
2218
Edgestream Partners
New Jersey
$806K +$134K +796 +21%
A
2219
AlphaQuest
New York
$805K -$279K -1,656 -26%
CAWM
2220
Capital Advisors Wealth Management
Washington
$803K +$448K +2,659 +138%
CCM
2221
Chickasaw Capital Management
Tennessee
$803K – – –
WCM
2222
Windsor Capital Management
Arizona
$803K -$10.4K -62 -1%
GFA
2223
Gallagher Fiduciary Advisors
Illinois
$802K -$8.59K -51 -1%
EFA
2224
Edge Financial Advisors
Illinois
$802K +$771K +4,581 New
NCFG
2225
New Century Financial Group
New Jersey
$801K +$32.5K +193 +4%
87 88
89
90 91